RGE 360
Here is this week’s RGE 360, our Friday morning look at the week ahead in the global economy and our weekly review of the best recent content from Roubini.com.
Friday, January 7
- U.S. Fed Chairman Bernanke testifies to Senate Budget Committee on monetary and fiscal policy. (U.S. Monetary Policy: December FOMC Meeting Maintains QE2 Pledge)
- U.S. reports employment situation. (U.S. Private Payrolls Show Strength in December)
- Canada reports employment data for December. (Canadian Labor Market Continues to Moderate in November)
- EZ reports Q3 GDP, unemployment rate for November. (Eurozone: Improving Growth Dynamics)
- Germany reports current account, trade balance, industrial production and retail sales for November. (German Exports Decline in October and Small Decline in German Consumer Confidence but Outlook Remains Positive)
- Italy releases labor market data for November.(New Rise in Italian Unemployment)
- Taiwan reports export numbers for December. (Taiwan’s Export Growth Remains Strong in November)
- Brazil reports inflation IPCA for December. (How Long Will Brazil’s Inflation Outlook Keep Deteriorating?)
- Chile reports CPI, trade balance for December. (What Is Chile’s Inflation Outlook for 2010? and Chile’s External Accounts: Any Improvement?)
- Mexico reports consumer confidence, consumer prices for December. (How Fast Will Mexico’s Economy Decelerate in H2 2010? What About 2011? and Will Mexico’s Inflation Remain Benign in H2 2010? What About 2011?)
Sunday, January 9
- China releases trade data for December. (Chinese Exports, Imports Break Records in November)
Monday, January 10
- Japanese banks closed for Coming-of-Age Day holiday.
- Canada reports building permits for November. (Do Vulnerabilities Loom as Canadian Housing Begins to Cool?)
- Czech Republic reports December CPI. (Czech Central Bank Has Europe’s Lowest Nominal Policy Rate—Will It Last?)
- Hungarian central bank releases meeting minutes. (Hungary: Another Rate Hike in December, Central Bank Independence Under Threat)
- Malaysia reports industrial production for November. (Malaysia’s IP Growth Slows Further in October)
- Mexico reports IGAE global economic indicator for October, trade balance for November. (How Fast Will Mexico’s Economy Decelerate in H2 2010? What About 2011? and Are Mexico’s External Accounts Improving? What About Export Diversification?)
- Egypt reports December CPI. (Is Egypt’s Inflation Sending Mixed Signals?)
Tuesday, January 11
- Canada reports housing starts for December. (Do Vulnerabilities Loom as Canadian Housing Begins to Cool?)
- Turkey reports current account, industrial production for November. (Turkey’s Current Account Deficit: Widening Continues and Turkish Industrial Production Returns to Pre-Crisis Level in October)
- Australia reports trade balance for November. (How Long Will Australia’s Trade Surplus Last?)
- Peru reports trade balance for November. (Peru: External Accounts)
- Mexico reports industrial production for November. (How Fast Will Mexico’s Economy Decelerate in H2 2010? What About 2011?)
Wednesday, January 12
- Germany reports 2010 GDP. (Germany: December Manufacturing PMI Signals Continued Output Growth)
- Romania reports consumer prices for December. (Romania Monetary Policy: Annual Inflation Rate Edges Down in November)
- Thailand holds monetary policy meeting for January. (Inflationary Fears Prompts Thailand Rate Hike)
- South Korea holds monetary policy meeting for January. (South Korea Maintains Base Rate on Global and Geopolitical Risks)
- Brazil reports retail sales for November. (How Fast Is Brazil Decelerating in H2 2010? What About 2011?)
Thursday, January 13
- U.S. reports weekly jobless claims, international trade for November and PPI for December. (U.S. Private Payrolls Show Strength in December, U.S. Trade Deficit Narrows Further in October and U.S. Producer Prices: Any Signs of Pressure in the Pipeline?)
- Canada releases trade data for November. (Canadian Trade Balance Improves on Higher Demand for Metals in October)
- UK: Bank of England announces monetary policy decision.(UK Inflation Rises to 3.3% y/y in November)
- EZ: European Central Bank announces monetary policy decision. (ECB Extends Bond Purchases and Liquidity Provision)
- France reports December CPI. (French Inflation Remains Steady in November)
- Poland reports December CPI. (Polish Monetary Policy: When Will Rate Hikes Begin?)
- Chile announce nominal overnight rate target. (How Long Will Chile’s Central Bank Keep Tightening?)
Friday, January 14
- U.S. reports CPI, retail sales and industrial pro
duction for December. (U.S. Core CPI Shows Slight Improvement, Remains Below 1% y/y in November, U.S. Consumption Continues to Show Strength in Q4; Retail Sales Higher Than Expected and Will U.S. Manufacturing Activity Accelerate Further?) - Germany reports December CPI. (Germany: Inflation Reaches Highest Level Since October 2008)
- Hungary reports consumer prices for December. (Hungary: Another Rate Hike in December, Central Bank Independence Under Threat)
- India releases inflation data for December. (Will India Slow Monetary Hikes on Easing Inflation?)
- Singapore reports retail sales for November. (Are Retail Sales Slowing in Singapore?)
- Argentina reports December CPI. (Is the Gap Between Official and Unofficial Inflation in Argentina Still Widening?)
RGE Upcoming Client Events:
- January 10: RGE 2011 Latin America Outlook Call with RGE Analysts
- January 11: RGE 2011 Asia Outlook Call with RGE Analysts
- January 12: RGE 2011 Middle East and Africa Call with RGE Analysts
RGE WEEKLY ROUNDUP
Here is a look at the best of this week’s offerings from Roubini.com and RGE EconoMonitors:
RGE Economic Research:
- Asia Focus: Economic Momentum Puts Pressure on Inflation and Trade Balances by Mikka Pineda, Michael Manetta, Adam Wolfe and Arpitha Bykere
- MENA Focus: Fiscal Divergence Coming to MENA by Rachel Ziemba, Maya Rusinowicz and Ayah El Said
- Happy New Year, 2011 to Welcome New EconoMonitors Site by Joshua Glazer
- Good Reads, January 5 by Michael Moran
- RGE’s Wednesday Note – Things Are Looking Up in LatAm by Bertrand Delgado
- New Bank Stress Tests – Capturing Solvency and Liquidity Risk? by Elisa Parisi-Capone
- Italy’s Structural Challenges by Katharina Jungen
- The BIS on Global Forex Trends by Menzie Chinn
- Why Is the U.S. Taxpayer Subsidizing Facebook – And the Next Bubble? by Simon Johnson
- Pending Massachusetts Supreme Court Ruling May Invalidate Securitization Mortgage Transfers by Yves Smith
- JP Morgan Markets Its Latest Doomsday Machine (or Why Repo May Blow Up the Financial System Again) by Richard Smith
- Attorney General Tom Miller Reneges on Promise to Prosecute Mortgage Fraud by Yves Smith
- Long Term Stock Market Growth (1871-2010) by Barry Ritholtz
- Corporate Outlook Brightens for 2011 by John Graham and Kate O’Sullivan
- Collective Action Clauses: Das Opium des Volkes by Anna Gelpern and Mitu Gulati
- 2011 – A Pivotal Year for Global Cooperation by John Lipsky
- What Is Price-Level Targeting? Has Its Time Come? by Edwin G. Dolan
- What Are U.S. Jobless Claims Telling Us About Recovery by Edward Harrison
- Generally Positive by Tim Duy
- The Verdict on U.S. Bond Yields by Claus Vistesen
- Debt Ceiling Politics by James Hamilton
- The Shameful Attack on Public Employees by Robert Reich
- If a Stronger Yuan Is Good, Can a Weaker Dollar Be Bad? by Edwin G. Dolan
- Disclosure Rules for Economists by James Kwak
- Looking Back, Looking Forward by David E. Altig
- A Solid Start to 2011 by Tim Duy
- The Day After Tomorrow: If You Want to Grow, Learn by Otaviano Canuto and Marcelo Giugale
- Brazil: A Quick Honeymoon? by Walter Molano
- Happy 2011? by Charles Wyplosz
- UK: At the Crossroads of Growth and Inflation by David Smith
- Turkey: Lock, Stock and Three Smoking Barrels by Emre Deliveli
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